Original filing (PDF)20250724153614NAL0007518736001

AVESTAR CREDIT UNION

Name: AVESTAR CREDIT UNION — AVESTAR 401K - MADISON PLAN AND TRUST, Form 5500 (2024)
Creator: AVESTAR CREDIT UNION

Form 5500-SF

FILING_RECEIVED

AVESTAR 401K - MADISON PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVESTAR CREDIT UNION.

Plan sponsor

Name

AVESTAR CREDIT UNION

EIN

39-6069815

Address

125 W MADISON ST · WATERLOO, WI · 535941319

Phone

(920) 478-2151

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

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THE CREDIT UNION FOR ALL

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RIVERFALL CREDIT UNION

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JOURNEY CREDIT UNION

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